Sean Perez Email & Phone Number
Financial Advisor at Gradient Securities @ Gradient Securities LLC
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Sean Perez Location
- Spring, TX, US
Sean Perez Work
- 2016 -now Financial Advisor at Gradient Securities @
- 2005 -2016 Personal financial representative @
Sean Perez Education
- Texas A&M University
Bachelor of Science (B.S.) (Economics & Finance)
1996-2000
Sean Perez Skills
- Insurance
- Retirement
- Retirement Planning
- Investments
- Fixed Annuities
- Series 63
- Financial Services
- Risk Management
- Financial Planning
- Mutual Funds
- Customer Service
- Series 7
- IRAs
- Life Insurance
- Series 66
- Financial Coaching
- Leadership
- Sales
- Project Management
- PowerPoint
- Microsoft Office
- Job Search
- Cypress
- Banking
Sean Perez Summary
- Sean Perez, based in Spring, TX, US, is currently a Financial Advisor at Gradient Securities at Gradient Securities LLC. Sean Perez brings experience from previous roles at Allstate Financial. Sean Perez holds a 1996 - 2000 Bachelor of Science (B.S.) in Economics & Finance @ Texas A&M University. With a robust skill set that includes Insurance, Retirement, Retirement Planning, Investments, Fixed Annuities and more. Sean Perez has 4 emails and 4 mobile phone numbers on RocketReach.
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